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states, 7% china, 5% india, negative one in europe. in that environment you want to own a portfolio of multinational companies with dividends, global exposure, it will provide as good of a return as anything else when you have bonds and cash paying so low. as long as you understand you're in the seven, 8% environment, portfolio stocks should be part of that. david: let's talk to a guy that says full speed ahead torpedoes. he thinks it will be better than this year was. saying people are confusing pickups for heart attacks in today's market to all these problems are going to seem like nothing when we come to the big gains of next year. you really think that will bear out, and how do you invest with that kinddof optimistic strategy? >> first of all what we have seen with investor sentiment is contradictory to what we've seen with consumer sentiment and business sentiment. when you see negative investor sentiment is not just in the retail side but also the institutional side creating a great potential opportunity for performance. secondly if you take a look at kicking the can down the
that you or some see as much as a 50% gain on, and that's a whole country, china. china's been beaten down so much over the past year, that some people are expecting a 50% rally. what do you think about china investment right now? >> i'll tell you, ddve, one thing about china that we noticed is every since the national congress went by them, there was not a stimulus coming from them, the stock market got hammered, even though the economic data gets better. they are one of the worst emerging markets so far year to date. with the lower chains of stimulus, investors pull out. money going into is the chinese shares. what are the shares? the hong kong proxy for the market. foreign investors, like hedge funds, short the market, and they are covering shorts now. carson black is a short seller bear own china and he covered all the chinese shorts. right now, there's a noted technician out there in the market, tom demark, a lot of the faster hedge funds listen to him. he said yesterday, you know what? there's a good chance of a 50% jump in shanghai composite. david: where do you put your money? >> t
market, the shanghai composite in china, closed well below the markets opened but here are some names posting solid gains when it comes to the steel world. optimism on china coming back giving the steel sector boost. prices for iron ore hitting a decent high lately, not a bad move, translating to a lot of names in this space for a while it looked like the economy was weakening and now it is coming back. dave: we want to let you know we will throughout this hour ridge you -- give the regular updates on a horrendous shooting in connecticut. that is coming throughout the hour. liz: how about alternative investment? putting money behind a pop culture icon. we are looking at other ways to make money than stocks but what about judy garland? the rights to her tv show are up for auction. did you know the rights and royalties of an investment can return 8% to 11% on average? better than a kick in the head. we have the man who is selling rights that he bought from judy garland's former husband. dave: today is the deadline for states to say if they will set up their own health care exchanges or
at, given the outlook and not just the u.s. consumer, but now you talk about sales in china just started, there's a lot of catalyst and the stock is cheap. david: despite your pessimism of what might happen in the economy, you're optimistic about what's happening with homebuilders. yowe think this is a real burste are seeing, one that will last? >> i agree, pointed homebuilders enjoying a nice ride and you are seeing that, it was priced into the market probably two quarters ago, but it will continue and i think that part of the economy will help out over the homebuilders themselves but investors in the market. david: continued for how long? >> my sense is throughout 2013. you can really count on this resurgence from the home building sector. lori: gary, remaining time, what is your preferred asset allocation? >> right now we are allocating model the balanced portfolio to be about 43% equities split equally between domestic and foreign. we're about 15% traditional bonds, 30% non-traditional bonds. and we're about 10% of real assets, energy, precious metals. about 2% cash. lori: gr
of folks -- we've got wilbur ross coming on later on, he's investing in natural gas in china -- is that one sector in particular that we should look for plays in? >> we think it really is. and it's great to be coupled with a firm and an individual like wilbur with ross on this issue. of it's very food company, as far as i'm concerned. we very much like mops, master limited partnerships investments and also china. of you've mentioned mr. ross is very keen on china in general perhaps. we are, too, and we really expand that out to asia. we like the asian markets going forward into 20 and simply because the world is starving for growth. this is ab area of the world where growth is probably among the strongest in the world, and that's an area we think in 2013 that should do reasonably well. liz: sandy lincoln, look at these markets over the past year. you have double-digit games for the s&p, for the russell 2000, for the nasdaq. do we see that again in 2013, and are you very bullish going ahead? [laughter] >> i don't know about very bullish, but i think cautiously bullish. if you go back to nove
primarily because of fracking but also because of china importing a lot of coal you guys produce. do you expect him to try to squeeze energy companies for more money right now? >> look, david, great to be here. these are awfully important issues to america right now. you know the thing that strikes me in all this conversation, this is not a republican issue or democrat issue. these are in fact american issues. we know we've got to take costs out of the economy. we know that we're going to have to be flexible on revenues. but at the end of the day the only thing that will sustain this challenged kind of trajectory the economy is on is to grow. one of the big issues that we are facing right now as an industry is this notion of increasing taxes on growth capital. you know we operate in a globally competitive economy. you know that when we think about going off the fiscal cliff dividend taxes could triple. and that would have a significantly negative impact on our economy's ability to sustain growth. and think about, you know, this idea, this false idea, frankly, that it won't impact anybody
the fiscal cliff. they are looking at hey there's no hard landing in china. europe didn't fall off the map. the u.s. didn't go into recession. we didn't have worldwide food inflation. maybe there's a reason to be constructively bullish on this market. liz: wasn't 1442 supposed to be that support level? >> it is a support level. below that though 1430. that is a key level. i think people are squaring up because hey, we don't know what will happen overnight, but by in large, the market is pricing in that something will get accomplished, but hey, if i was standing in that pit right now, i'd go home flat as well but you'd never know. david: i won't tell those guys about the asteroid that's planning to hit at 12:00 midnight. but that's a whole other story. larry, great to see you. liz: david you just panicked half of our viewers. oracle beat on the top and bottom line. let's head back to nicole on the floor of the nyse. nicole: i have been talking with traders taking a look at the stock in the afterhours. it is a winner. we're watching oracle on the move to the upside, beat on both top and bott
-grade up about a percent. decent data out of china. define beautifully. now we're back about 1700 for gold, but where does it go for here? >> you can see gold over the next year we could see it very definitely outperforming equities to the tune of two to 3%. if equities put in a positive year next year, which would be a bit of a surprise given the historical data that would support a negative performance and given the fact industrial production is sweeping in the eu, gdp in the u.s. has hardly been status. it seems to be with guidance what is is in earnings what they are, i think you could see gold definitely outperform equities two to three multiples. if the fed continues its current policy of supporting risk. david: which they probably will. let me reach on backend because following commodities as close as anybody. john, what do you think of that, is it conceivable in 2013 we may see commodities, particularly cold do better than or maybe even twice as well as equities? >> i think there's little doubt that will happen, david. i would throw into the argument that we live in a world right n
, numbers okayed here, heating up in china. people thought europe was contained, and it feels that way now. people looking past the headlines whether it's the fiscal cliff or europe. i mean, there's a lot of doom day sayers out there, and it makes sense, but it seems like everything right now is contained, and the trade is up to the upside. david: right. liz mentioned the fed decision coming up, should be hearing about it tomorrow. what's the market expecting from the fed? in what way will they be excited or disappointed? >> well, i think the market, if you look at the options market, the flows into the ten year treasuries, it's implying 85 billion per month. the reason i say that is right now, deals, what, 165 #, if that was not the case, yields should be up 180, maybe 183 right now so all the flow right now is pointing to 85 or 90 billion per month. liz: okay. none of us is going to fight the tape here, larry. we'll talk to you in a moment when the s&p futures close, but in the meantime, going to the panel, daifd. david: sam, chief equity strategist, and charles bitterman, trim tabs inve
to be printing more money but also the china seems to be gaining little bit of steam. good day for oil traders. liz: purchasing $85 billion in bonds per month saying it will keep rates low until we see the implement rate fall below 6.5%. that is historic, folks. and then said probably mid-2015, which is what they have said all along. find out if he thinks the right moves are being taken right now. david: one of the guys willing to take on alan greenspan also a hike in dividend taxes could be spelling trouble for utilities companies. chairman and ceo policy impact a tax hike will have and how today's meetings with senators and white house officials did go. liz: but first, what drove the market with the "data download," and volatile day on wall street, the stocks waiting until the fed announced and then it happened, it did pop and lost the momentum into the close. ending a five-day winning streak, 70 points plus gain. telecom and financials were sitting pretty much the top performing sector. technology and materials lag. treasury prices falling as the fed boosting bond buying sparked inflation f
that show the productivity is higher here as compared to places offshore like india and china. especially the communication skills. you have offshore, what we call, language nuance issue. if you ever gotten on the phone, can't quite get their accent and all the problems with that. and from an i-t perspective, all the rework to be done here if you have americans here. they understand culturally american business and they could communicate better and their productivity is higher. david: there are a lot of places you can go to work or move your manufacturing into the united states. i am wondering local incentives from states you look for? you see a lot of states, for example, going into the right-to-work state of being which they say will attract businesses of the does that sort of thing work for folks like you or more direct tax incentives? what attracts you? >> states have been very helpful helping companies like mine, genesis, 10, providing the right incentives. david: specifically what do you look for? a lot of states are wondering how they could appeal to people like you. >> as long as
up right here, china is feeling the need for speed. find out about the record breaking high-speed rail line this thing is enormous. literally goes from one coast to the other. we'll tell you how that is working out coming next.
without a visa. china's going to allow foreign visitor to stay in way ginning for -- beijing for three days if they're heading into another country. but you have to buy a lot of stuff. [laughter] console, energy and qt production company have submitted multimillion dollar bids to drill for natural gas and oil on land surrounding pittsburgh international airport. the drilling revenue would reduce gate fees which could lead to cheaper flights. pan tone which -- named emerald as 2013's color of the year. the time has come, and that's today's speed read. liz: emerald green. the parent company of the toronto stock exchange is joining forces with the maple group in a move that is enabling the company to expand it product offerings. david: tom kloet is the see crow of -- ceo of tmx group. what a pleasure to see you. you're an american, by the way. >> i am. david: they brought in an outsider. there are a lot of similarities between canada and the u.s. but some very distinct differences, and one of them involves the markets. you are the main equity and clearing facility. you have everything in
that there may be some more demand coming for the metal from china and the u.s. as well. as both of our economies begin to churn a little more than expected. the top two copper-consuming countries. >> and following auto sales today, a number of derivatives plays hitting 52-week highs. cooper tire and rubber, genuine parts and carmax taking a hit in today's session. david: all right. and we told you about that breaking news on jpmorgan whale trader, a $5 billion loss for the company. the senate has been investigating. peter barnes with the latest on that investigation. peter? >> reporter: well, that's right, david. the senate, a senate investigation subcommittee has questioned more than 80 people in its probe of $5.8 billion in trading losses in may by jpmorgan chase, the london whale trading losses, according to two people familiar with the investigation. now, according to the sources the people -- according to one of the sources, the people include current and former jpmorgan employees as you would expect. now, reports of this probe first -@surfaced in the fall. now we can report that investigat
Search Results 0 to 13 of about 14

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